Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,301 | $76,912+120.1% | $129,110+31.1% | $68,494+147.2% |
| Participation rate | 88.0% | 69.1%+18.9pp | 77.3%+10.7pp | 67.9%+20.1pp |
| Annual return | -15.71% | -9.78%-5.9pp | -10.94%-4.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,991 | $3,243+177.3% | $5,052+78.0% | $2,596+246.3% |
| Participant deferral / active EE | $12,586 | $4,732+166.0% | $6,542+92.4% | $4,027+212.5% |
| Admin fee / account holder | $8,323 | $6,638+25.4% | $14,302-41.8% | $5,403+54.0% |